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DTSTART:20181129T223000Z
DTEND:20181130T013000Z
LOCATION:Tower Club
UID:1626520181129T223000Z2nd Dinner Meeting- November 29, 2018
DTSTAMP:20260501T161928Z
DESCRIPTION:\nAdventures in Wealth Planning\n \nIdeas for Today's Environment\n \nSpeaker:  Robert "Bob" Dietz, CFA\n \nDirector, Wealth Strategies Group, Bernstein\n \nThis presentation will provide an overview of the current planning environment and challenges, the current tax setting including key provisions and the impacts of the Tax Cuts and Jobs Act.  It will also focus on Charitable Planning Considerations after TCJA 2017 and the restructuring of bequests as IRD assets or income-based charitable bequests.  Finally, Bob Dietz will discuss the planning for the "lucky" few to whom the estate tax still applies.\n \nThis presentation has applied for 1 hour of continuing education credit for the following disciplines:\n \nCLE (legal), CFP® (Certified Financial Planners) and CPE(Accountancy)\n
SUMMARY:2nd Dinner Meeting- November 29, 2018 - Estate Planning Council of Broward County, Inc. 
PRIORITY:3
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DESCRIPTION:Reminder
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